Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is long term growth of capital at controlled level of risk byinvesting primarily in 'Mid-Cap' Stocks.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan -0.77 -1.41 -4.24 20.39 25.22 16.79
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 150 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan Jan 01, 2013 Unrated -4.24 20.39 25.22 1.03 6,007.60
HDFC Mid Cap Fund -Direct Plan - Growth Option Jan 01, 2013 2.64 27.00 30.25 0.71 84,854.73
Kotak Midcap Fund - Growth - Direct Jan 01, 2013 2.44 24.08 28.95 0.37 58,299.59
Nippon India Growth Mid Cap Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 -0.61 26.25 30.19 0.71 39,328.98
Motilal Oswal Midcap Fund-Direct Plan-Growth Option Feb 24, 2014 -4.93 27.67 34.45 0.69 34,748.89
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 Unrated -0.59 20.26 23.17 0.56 31,146.94

Fund Holdings as on 30-September-2025

  • AU Small Finance Bank Limited

  • Max Financial Services Limited

  • Fortis Healthcare Limited

  • APL Apollo Tubes Limited

  • K.P.R. Mill Limited

  • Thermax Limited

  • The Federal Bank Limited

  • JK Cement Limited

  • Prestige Estates Projects Limited

  • Torrent Power Limited

  • Dixon Technologies (India) Limited

  • MphasiS Limited

  • NMDC Limited

  • JINDAL STEEL LIMITED

  • United Breweries Limited

  • KPIT Technologies Limited

  • KEI Industries Limited

  • Cohance Lifesciences Limited

  • Supreme Industries Limited

  • Hexaware Technologies limited

  • Atul Limited

  • Navin Fluorine International Limited

  • Clearing Corporation of India Limited

  • Phoenix Mills Limited

  • The Indian Hotels Company Limited

  • SBI Cards & Payment Services Limited

  • HDB Financial Services Limited

  • Aptus Value Housing Finance India Ltd

  • Suzlon Energy Limited

  • Apollo Hospitals Enterprise Limited

  • IPCA Laboratories Limited

  • Voltas Limited

  • Shriram Finance Ltd

  • Muthoot Finance Limited

  • Schaeffler India Limited

  • TVS Motor Company Limited

  • Cholamandalam Financial Holdings Limited

  • Kirloskar Oil Eng Ltd

  • Info Edge (India) Limited

  • RR Kabel Ltd

  • Bharat Forge Limited

  • Persistent Systems Limited

  • Ajanta Pharmaceuticals Limited

  • Whirlpool of India Limited

  • Vishal Mega Mart Ltd

  • CEAT Limited

  • Minda Industries Ltd

  • Coromandel International Limited

  • Inventurus Knowledge Solutions Ltd

  • Computer Age Management Services Limited

  • Apar Industries Limited

  • ZF Commercial Vehicle Control Systems India Limited

  • Margin (Future and Options)

  • Motherson Sumi Wiring India Limited

  • HDFC Asset Management Company Limited

  • Radico Khaitan Limited

  • Page Industries Limited

  • Poonawalla Fincorp Limited

  • Glenmark Pharmaceuticals Limited

  • Gujarat Fluorochemicals Limited

  • Adani Ports and Special Economic Zone Limited

  • L&T Technology Services Limited

  • JSW Cement Ltd

  • Cholamandalam Investment and Finance Company Limited

  • Housing & Urban Development Corporation Limited

  • Bank of India

  • Vedanta Limited

  • Stylam Industries Ltd

  • Aditya Birla Real Estate Ltd.

  • V-Guard Industries Limited

  • Swiggy Ltd

  • Sona BLW Precision Forgings Limited

  • Firstsource Solutions Limited

  • Lupin Limited

  • Net Receivables / (Payables)

  • Berger Paints (I) Limited

  • Sanofi India Limited

  • GFL Limited

  • Aditya Birla Capital Limited

  • TVS Motor Company Limited (Preference Share)

  • Cash and Bank

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  • IT - Software

  • Finance - NBFC

  • Bank - Private

  • Pharmaceuticals & Drugs

  • Construction - Real Estate

  • Hospital & Healthcare Services

  • Chemicals

  • Engineering - Industrial Equipments

  • Textile

  • Auto Ancillary

  • Finance - Others

  • Cement & Construction Materials

  • Electric Equipment

  • Miscellaneous

  • Cable

  • Breweries & Distilleries

  • Steel & Iron Products

  • BPO/ITeS

  • Power Generation/Distribution

  • Consumer Durables - Electronics

  • Finance - Housing

  • Mining & Minerals

  • Steel/Sponge Iron/Pig Iron

  • Plastic Products

  • Hotel, Resort & Restaurants

  • Finance - Investment

  • Air Conditioners

  • Bearings

  • Automobile Two & Three Wheelers

  • Forgings

  • Consumer Durables - Domestic Appliances

  • Retailing

  • Tyres & Allied

  • Fertilizers

  • Depository Services

  • Finance - Asset Management

  • Port

  • Bank - Public

  • Laminates/Decoratives

  • Metal - Non Ferrous

  • e-Commerce

  • Paints

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Fund Manager

  • Cash

  • Equity

  • Preference Shares

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About Aditya Birla Sun Life Midcap Fund

Scheme Analysis

Aditya Birla Sun Life Midcap Fund is a Equity - Mid Cap Fund fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 01-Jan-2013 and currently has an AUM of ₹6,007.60 crore. Aditya Birla Sun Life Midcap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap 150 - TRI as secondary index.

The NAV of Aditya Birla Sun Life Midcap Fund ended up ₹8.72(1%)yesterday to ₹881.97.

Among its top 3 holdings the fund has exposure to AU Small Finance Bank Limited, and

The Aditya Birla Sun Life Midcap Fund is managed by Vishal Gajwani .

Fund House Contact

One World Center , Tower 1, 17th Floor, Jupiter Mill Compound, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111